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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,139 | $154,228+181.5% | $145,433+198.5% | $137,256+216.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.22% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $6,789 | $4,804+41.3% | $4,554+49.1% | $4,156+63.3% |
| Participant deferral / active EE | $17,215 | $8,216+109.5% | $7,897+118.0% | $6,407+168.7% |
| Admin fee / account holder | $1,558 | $14,344-89.1% | $13,129-88.1% | $12,270-87.3% |